Automation Flow - Access Permission (Imported Leads)

In this example the leads are imported via spreadsheet and need to receive an automation that grants access permission to the lead so that each salesperson has their opportunities and interactions with restricted visibility. To do this, follow the step-by-step below:

1 - Create a segment where the spreadsheet leads will be sent. Example: Spreadsheet Leads.

To learn how to create a segment, click here. 2 - Create tags for each salesperson. To learn how to create tags click here.

3 - Now let's create an automation flow so that when leads are added to the Spreadsheet Leads segment, they receive permissions according to each salesperson's tags.

Go to Automation Flow

4 - Click New and add a name, set the segment to Spreadsheet Leads.

5 - Open the builder, click Start and add the following blocks:

CONDITION: Does the lead have a Tag? - Indicate the Tag that will be related to salesperson 1. On the positive output of this block, choose the ACTION: Change simple lead access permissions, indicate the user who will have permission on this lead, select them as the responsible party, and finally choose the department.

On the negative output of this block, repeat the process for salesperson 2, as shown in the image below:

Save the automation, click Published to activate.

When uploading the spreadsheet, add the first salesperson's tag and indicate the segment. Do the same for the other salespeople. It is not necessary to change the permission on the lead at the moment of uploading the spreadsheet, because the automation flow will do that via the segment and the tag.